Services Estimator – Salesforce CPQ Connector Invocable Action Reference

ActionRetrieveUnsyncedQuoteLines

Retrieves the service quote lines on a Salesforce CPQ quote that have not yet been synced to the related Services Estimator estimate. Use this action to identify which quote lines still need syncing. For each unsynced quote line, returns the candidate estimate products it can be synced to. Specify either an estimate ID or a quote ID, not both.

PropertyValue
LabelRetrieve Unsynced Quote Lines
CategoryEstimates
SinceJanuary 2024
Read-onlyYes
Supports AgentsNo
Supports FlowsYes
Async ActionNo
Keywordsretrieve, get, unsynced, quote line, quote, estimate, estimate product, CPQ, sync

Request Parameters

FieldTypeLabelDescriptionRequired
EstimateIdIdEstimate IDThe ID of the estimate associated with the quote that the unsynced service quote lines are retrieved from. You must specify either the ID of the quote or of the estimate. You can't specify both.No
QuoteIdIdQuote IDThe ID of the quote to retrieve the unsynced service quote lines from. You must specify either the ID of the quote or of the estimate. You can't specify both.No

Response Parameters

FieldTypeLabelDescriptionRequired
EstimateIdIdEstimate IDThe ID of the estimate associated with the quote that the unsynced service quote lines are retrieved from.No
QuoteIdIdQuote IDThe ID of the quote from the request.No
UnsyncedQuoteLinesList<UnsyncedQuoteLineDetail>Unsynced Quote Lines DetailA list of unsynced service quote line details.No
ErrorsList<SyncEstimateAndQuoteService.SyncEstimateAndQuoteError>Deprecated: ErrorsNot in use.No
Errors2List<InvocableRetrieveUnsyncedQuoteLinesError>ErrorsA list containing errors that occurred while processing the request.No
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